Create Lead
Create Lead in Close CRM when New Contact in Agile CRM
Automatically run Create Lead in Close CRM whenever New Contact happens in Agile CRM.
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Create Lead, Find Lead, Create Opportunity, and more.
Set any of these up in a few clicks. Every workflow is fully configurable.
Create Lead
Automatically run Create Lead in Close CRM whenever New Contact happens in Agile CRM.
Triggers are the events in Agile CRM that start a workflow. Actions are the steps it runs in Close CRM.
Read and create Agile CRM contacts; trigger on new contacts.
Fires when a new contact is created. Polls contacts and dedupes by id.
Three steps run automatically, every time.
Fires when a new contact is created. Polls contacts and dedupes by id.
WorksBuddy instantly connects Agile CRM to Close CRM no code, no manual steps.
Each recipe connects Agile CRM to Close CRM automatically.
Automatically run Create Lead in Close CRM whenever New Contact happens in Agile CRM.
Put the two apps on autopilot with WorksBuddy no code, ready in minutes.
Create Opportunity
Automatically run Create Opportunity in Close CRM whenever New Contact happens in Agile CRM.
Create Task
Automatically run Create Task in Close CRM whenever New Contact happens in Agile CRM.
Find Lead
Automatically run Find Lead in Close CRM whenever New Contact happens in Agile CRM.
In the meantime, you can pair Agile CRM with one of our active agents:
Create Lead, Find Lead, Create Opportunity, and more.
Create a new lead (company/account). Contacts, addresses and custom fields can be nested inline.
Create an opportunity (potential deal) on a lead. If lead_id is omitted, a new untitled lead is created.
Create a follow-up task on a lead.
Search/find leads. Use the query param with Close search syntax (e.g. name:Acme or email_address:foo@bar.com).
Create a new lead (company/account). Contacts, addresses and custom fields can be nested inline.
Automatically run Create Opportunity in Close CRM whenever New Contact happens in Agile CRM.
Automatically run Create Task in Close CRM whenever New Contact happens in Agile CRM.
Automatically run Find Lead in Close CRM whenever New Contact happens in Agile CRM.